| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $35,130 |
MOSS ADAMS LLP2+ years Filed as: MOSS ADAMS, LLP Service code 10 PO BOX 748369 · LOS ANGELES, CA 900748369 | Accounting | $19,845 |
VENABLE LLP2+ years Filed as: VENABLE, LLP Service code 29 POST OFFICE BOX 62727 · BALTIMORE, MD 21264 | Legal | $11,243 |
HYAS GROUP, LLC2+ years Service code 27 108 NW 9TH AVENUE, SUITE 203 · PORTLAND, OR 97209 | Advisory (Plan) | $2,432 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $276 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,227 | $75,183-35.9% | $123,894-61.1% | $55,167-12.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 7.74% | 19.01%-11.3pp | 47.52%-39.8pp | 169.23%-161.5pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $97 | $663-85.3% | $8,357-98.8% | $504-80.7% |